13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001172661-25-001798
Form type: 13F-HR
Filer: Heritage Financial Services, LLC
CIK: CIK 1752035
Filed: May 14, 2025
Reporting period: Mar 31, 2025
Description: Institutional holdings

Documents

0001172661-25-001798-index.htm

Complete submission

0001172661-25-001798.txt

directory listing

Filed by

Heritage Financial Services, LLC